Create Salesforce Workflows with Alerts and Automations

Salesforce alerts and notifications aren't enough to ensure that sales processes are being implemented. With Locale, build actionable sales workflows with alerts and automations for each step of the way.

use cases

Dive into our Essential Salesforce Workflows

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
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Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Receive direct messages or channel messages on Slack for new deal assignments in Salesforce.

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Record new objects created in Salesforce on Google Sheets.

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Open a Freshdesk ticket for deals stuck in Salesforce.

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Manage new customer entries from Salesforce by creating a folder in ClickUp.

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Notify about new objects created in Salesforce via chat or channel messages on Microsoft Teams.

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Establish Trello cards to manage new activities in Salesforce.

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Log a ticket on Zoho Desk for an upcoming renewal in Salesforce.

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For new Salesforce deal assignments, record updates in monday.

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Create or update tasks in ClickUp for new deal assignments from Salesforce.

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Log upcoming renewals from Salesforce into Airtable.

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Create a Jira ticket for dealing with issues stuck in Salesforce.

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Create an issue on Linear for new customers in Salesforce.

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Update database item on Notion for new objects created in Salesforce.

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Generate a Zendesk ticket for a deal stuck in Salesforce.

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Slack will notify you about any new objects created in Salesforce.

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Create monday items to reflect new approvals in Salesforce.

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integrations

Most popular Salesforce integrations

Salesforce Automation Platform

Alerting and Automations Tool built for Salesforce

Get actionable alerts on Salesforce leads, opportunities, tasks etc and take action proactively.

30+ popular templates to manage Salesforce activity

No code templates to build your Salesforce workflow

Get started without engineering dependency

Connect Salesforce with Slack, Zendesk and 30+ other tools

Create tasks/tickets on any tool based on your Salesforce activity

Create tasks for high-priority items and help your team take action proactively

Escalate and resolve tasks on any tool

Solve high-priority issues quickly and easily

Add custom status of tasks on Locale

Mark tasks as “pending”, "reviewed", “in progress” etc

Setup human-in-the-loop workflows and analyze insights

Create action buttons for human input and approval

Use custom buttons like “approve”, “resolve”, "review" etc

Analytics on team performance

Get reports on TAT breaches, escalations, resolution % etc

why locale

Basic automations not good enough? Check out our advanced features

Help your team manage high-priority items with our advanced features.

Convert notifications to tasks

Ensure that necessary action is taken

Optional SQL Editor

For cases that involve complex business logic

Action buttons

Help your team take manual actions

Multi-Step Playbooks

Custom status to track progress on each action

3 levels of Escalation

Ensure tasks are prioritized and done on time

Insights on Team Performance

Measure how your team is performing

See how Locale can help you with alerts & automations
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Setup your sales workflows with Locale <> Salesforce integration